Filed August 6, 2003
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,381 | $53,596+163.8% | $90,645+56.0% | $64,186+120.3% |
| Participation rate | 57.7% | 64.5%-6.8pp | 74.0%-16.3pp | 69.6%-11.9pp |
| Annual return | 12.55% | 4.41%+8.1pp | 1.88%+10.7pp | 7.63%+4.9pp |
| Employer contribution / active EE | $2,013 | $1,503+33.9% | $2,532-20.5% | $2,381-15.5% |
| Participant deferral / active EE | $4,056 | $2,459+65.0% | $3,425+18.4% | $3,470+16.9% |
| Admin fee / account holder | $1,201 | $3,868-69.0% | $4,994-76.0% | $4,888-75.4% |